+1We are being acquired by a larger company that has DocuSign as well and would like to move/port over our existing account and users into their organization so that it is a seem less transition for employees and customers. We currently use API and Brand features and would like to maintain all of the same settings, IDs, etc. in our own account environment under that organization. Is this possible and if so how?
Are there enhanced plan features we’ll need to consider or potentially add?
Best answer by Alejandro.Ramos
Hi
Welcome to the DocuSign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I understand that you are looking to be invited to this second organization in DocuSign eSignature, and I will share more detials on the topic.
In order to invite your account to their organization, an Organization Administrator will need to send an invitation in DocuSign Admin>Accounts>Link Accounts.
It is important to note that the administrator linking the account must be an administrator in the account that will be invited.
For detailed steps on this process, see:
Link Administered Accounts to an Organization
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | DocuSign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
+15Hi
Welcome to the DocuSign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I understand that you are looking to be invited to this second organization in DocuSign eSignature, and I will share more detials on the topic.
In order to invite your account to their organization, an Organization Administrator will need to send an invitation in DocuSign Admin>Accounts>Link Accounts.
It is important to note that the administrator linking the account must be an administrator in the account that will be invited.
For detailed steps on this process, see:
Link Administered Accounts to an Organization
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | DocuSign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
+15Hi
I hope you are doing well.
I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find
Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Alejandro R. | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Already have an account? Login
Join the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
